This guide will help you build a simple automation in Zaplane. We’ll create a workflow that automatically creates a new user (in WordPress) whenever a post is published.

Step 1: Create a New Workflow

1. From the Zaplane dashboard, click the Create Workflow button.

2. In the popup window:
   • Workflow Name – Give it a name, e.g., zaplane workflow.
   • Folder – (Optional) select a folder or leave default.
   • Click the Create button.

Your empty workflow will open, showing Trigger on the left and Action on the right.

Step 2: Add a Trigger (What Starts the Workflow)

A trigger waits for an event. When that event happens, the workflow runs.

1. In the Trigger box, click Select an app.

From the app list, choose the one you need (e.g., WordPress).

1. After selecting the app, choose the Trigger Type.

Select the required trigger (e.g., Post Published).

4. Configure the trigger (if applicable) – decide which posts should start the workflow.

• Post Type – e.g., post, page, or any custom post type.
• Post Status – usually publish (when the post goes live).
• Post Author – keep any post author or choose a specific user.
• Post Category / Tags – filter by category or tag if needed.
• Post Content / Excerpt / Date – you can use dynamic values (type @ to bring variables).

5. Click Continue to save the trigger.

The trigger is now set. From now on, whenever a matching post is published, the workflow will start.

Step 3: Add an Action (What the Workflow Does)

After the trigger fires, the action(s) run.

1. In the Action box, click Add Action.

Note: Between trigger and action you can add tools like Condition, Filter, Delay, Iterator, Set Variable, HTTP Request. But for your first workflow, we’ll add the action directly.

2. From the app list, choose the app you need (e.g., WordPress).

3. Select the Action Type (e.g., Create User).
4. Configure the action – provide the user details:
   • Username
   • Email
   • Password
   • Role
   • Display name, etc.

3. You can use dynamic data from the trigger: type @ – for example, use the new post’s author email as the email for the new user.
4. Click Continue to save the action.

Now your workflow is complete:

• Trigger: WordPress → Post Published
• Action: WordPress → Create User

Step 4: Test the Workflow

Before activating, test to see if it works(optional).

1. Click the Test Flow button (top right of the workflow builder).

Zaplane will ask for a test action – you can provide a sample post ID or simulate a post being published.

2. Run the test. If successful, you’ll see a green success message, and a new user will appear in your WordPress user list.

Step 5: Activate and Monitor the Workflow

• Turn on the Active switch at the top right.

• From now on, every time a new post matching your conditions is published, Zaplane will automatically create a WordPress user.
• To monitor runs, go to the Logs section in the left sidebar – you’ll see success/failure counts and detailed execution history.

Next Steps

• Add a Condition (e.g., only create a user if the post belongs to a specific category).
• Use a Delay to wait some time before creating the user.
• Add multiple actions – create a user and send a Slack message.
• Build more advanced automations with apps like WooCommerce, FluentCRM, Slack, etc.

Congratulations – you’ve built your first Zaplane workflow! 🎉

For additional help, visit the Zaplane website or check the “Help” section in your dashboard.